📝 Overview
The Appointment Action Links plugin is a supplemental feature that works in conjunction with the Customer View NextGen application. When this plugin is activated, Customers can confirm, cancel, and reschedule their Appointments directly through a link included in their email notifications.
⚠️ Please Note: Action Links are sent using plain text emails. If automatic hyperlinking is disabled in a Customer’s email client, links may not appear clickable. Customers may need to adjust their email client settings to access the links.
🔑 Enabling the Plugin
Once enabled and configured, Appointment Action Links are automatically included in designated Appointment-related email notifications. Customers can use these links to manage their Appointments without logging in manually.
Click here to learn more about Enabling the Plugin
Click here to learn more about Enabling the Plugin
Click into the Marketplace.
Select the Appointments section.
Locate the Appointment Email Action Links plugin, and click Enable/Learn More.
Select the Locations where you want to enable this feature.
Click Update.
Once enabled, exit the Marketplace to complete the remaining setup steps.
🛠️ Setting Up Appointment Action Block Links
You can customize the text displayed for the Appointment Action Links within email notifications.
Click here to learn more about Setting Up Action Block Links
Click here to learn more about Setting Up Action Block Links
Click the Settings tab.
Click Preferences > Emails on the left.
Locate the Appointment Action Link Settings, configure Preference #13 to Yes. Recommended to configure Preference #14 to have the verbiage say "Click here to view, confirm, reschedule, or cancel your appointment" to avoid the hyperlink code showing.
Click Update.
💡 Pro tips: For more details, refer to the Managing Email Notifications article to enhance your email design and messaging.
📧 Apply Appointment Action Block Link to Email Notifications
Add the Appointment Action Block Link to your email notifications so customers can easily manage their appointments directly from their inbox.
Click here to learn more about Applying Action Link to Email Notification
Click here to learn more about Applying Action Link to Email Notification
Click the Settings tab.
Click Notifications > Email.
Select the Email Notification template you'd like to place Appointment Action Block Link into.
Place your cursor within the template where you'd like the Link to go.
Click Appointment Details drop-down and select Action Link Block. Coding will appear within the template, you may copy and paste to move it around if needed.
Click Update.
🧑💻 Action Links via Customer View
Once configuration is complete, all future Appointment emails sent to Customers will include the Action Links.
Click here to learn more about Action Links via Customer View
Click here to learn more about Action Links via Customer View
Customer receives their Appointment Confirmation Email Notification with an Action Link in their email.
They will be directed to a page displaying their Appointment details and available actions.
From this page, Customers can:
View Appointment details
Confirm their Appointment
Changes the Appointment status from Scheduled to ConfirmedReschedule their Appointment
Select a new date and time without canceling and creating a new AppointmentCancel their Appointment
Follows your Customer View cancellation rules
Triggers cancellation reasons and notifications if enabled
❌ Disabling the Plugin
If you no longer wish to use this feature, you can remove the plugin from specific Locations or entirely.
Click here to learn more about Disabling the Plugin
Click here to learn more about Disabling the Plugin
Click into the Marketplace.
Select the plugin in the Active Plugins section on the left.
On the plugin’s first tab, open the Locations drop-down.
Uncheck individual Locations or select None.
Click Update.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What does the 404 Error message mean upon clicking the link?
Click the arrow to view answer
Click the arrow to view answer
This is usually the result of the plugin itself being disabled. If the plugin is disabled, but the link is still present within the Email Notification Template, it will not work.
What are the subscription requirements for this plugin?
Click the arrow to view answer
Click the arrow to view answer
Clients subscribed to the Silver, Gold, or Platinum tiers may be eligible. Please open a Support ticket to confirm qualification.
Will this configuration apply when a Location is sharing settings from the Headquarters Location?
Click the arrow to view answer
Click the arrow to view answer
No. Shared settings from the Headquarters Location do not apply to this feature.
Once the plugin is enabled, you must manually select the Locations where Appointment Action Links are required.
Are there any additional configuration requirements?
Click the arrow to view answer
Click the arrow to view answer
It is recommended—but not required—that Customers have usernames and passwords associated with their profiles.
The system will automatically log Customers in when they manage their own Appointments.
Why can’t my Customer update the status of certain Appointments?
Click here to view answer
Click here to view answer
Customer actions may be restricted based on your Appointment scheduling rules. For example, if same-day Appointments are not allowed, Customers cannot confirm an Appointment on the scheduled date. If you need assistance adjusting these settings, please open a Support ticket.